Client Accounting Portfolio Manager
Posted 08/10/2024 by CMD Recruitment
- Salary:
- £40,000 - £49,000/annum
- Location:
- Swindon, Wiltshire (12 miles)
- Job Type:
- Permanent
This may include fellow professionals such as financial advisors, mortgage brokers, business coaches etc. Reviewing of financial information with clients but using in a way which focuses on both tax management/planning as well as future growth opportunities. Building robust forecasting … more